Kestra Advisory Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $585K | Sell |
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|
2024
Q3 | $958K | Sell |
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|
2024
Q2 | $985K | Buy |
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|
2024
Q1 | $448K | Buy |
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|
2023
Q4 | $390K | Buy |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $636K | Buy |
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|
2022
Q3 | $523K | Sell |
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|
2022
Q2 | $10.8M | Buy |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $2.51M | Buy |
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|
2020
Q3 | $641K | Buy |
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